Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 110,065.58 | reported | 13 Feb 2020 | tx 25+251,159.99−136,665.84 |
| STATE STREET CORP | 59,552 | reported | 26 May 2026 | tx 15+95,844−36,292 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | SALE | STATE STREET CORP | 9,212 | 155.35 USD | 10b5-1 |
| 26 Feb 2026 | GRANT_AWARD | STATE STREET CORP | 12,310 | 0.00 USD | |
| 13 Feb 2026 | GRANT_AWARD | STATE STREET CORP | 26,676 | 0.00 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | STATE STREET CORP | 6,958 | 127.97 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | STATE STREET CORP | 12,477 | 127.97 USD | |
| 28 Feb 2025 | GRANT_AWARD | STATE STREET CORP | 15,838 | 0.00 USD | |
| 15 Feb 2025 | TAX_WITHHOLDING | STATE STREET CORP | 1,207 | 99.16 USD | |
| 15 Feb 2025 | GRANT_AWARD | STATE STREET CORP | 2,363 | 0.00 USD | |
| 15 Feb 2025 | TAX_WITHHOLDING | STATE STREET CORP | 3,519 | 99.16 USD | |
| 23 Feb 2024 | GRANT_AWARD | STATE STREET CORP | 15,433 | 0.00 USD | |
| 15 Feb 2024 | TAX_WITHHOLDING | STATE STREET CORP | 2,134 | 73.03 USD | |
| 24 Feb 2023 | GRANT_AWARD | STATE STREET CORP | 14,970 | 0.00 USD | |
| 15 Feb 2023 | TAX_WITHHOLDING | STATE STREET CORP | 785 | 94.11 USD | |
| 25 Feb 2022 | GRANT_AWARD | STATE STREET CORP | 2,365 | 0.00 USD | |
| 17 Dec 2021 | GRANT_AWARD | STATE STREET CORP | 5,889 | 0.00 USD | |
| 13 Feb 2020 | GRANT_AWARD | CITIGROUP INC | 28,512.77 | 0.00 USD | |
| 20 Jan 2020 | TAX_WITHHOLDING | CITIGROUP INC | 13,282.12 | 81.12 USD | |
| 20 Jan 2020 | GRANT_AWARD | CITIGROUP INC | 34,384.52 | 0.00 USD | deriv |
| 14 Feb 2019 | GRANT_AWARD | CITIGROUP INC | 36,041.52 | 0.00 USD | |
| 15 Feb 2019 | SALE | CITIGROUP INC | 5,420 | 64.27 USD | |
| 20 Jan 2019 | TAX_WITHHOLDING | CITIGROUP INC | 10,192.63 | 63.12 USD | |
| 20 Jan 2019 | GRANT_AWARD | CITIGROUP INC | 27,035.62 | 0.00 USD | deriv |
| 27 Feb 2018 | SALE | CITIGROUP INC | 8,010 | 76.38 USD | |
| 15 Feb 2018 | GRANT_AWARD | CITIGROUP INC | 26,209.12 | 0.00 USD | |
| 22 Jan 2018 | TAX_WITHHOLDING | CITIGROUP INC | 9,102.35 | 78.19 USD |